01 · REVIEW POINT
CONNECTED CONSTRUCTION OPERATIONS
Review the Projects portfolio, client and vendor directories, RFIs, equipment, proposal entry, and project-financial views through one consistent interface.
Get Started
BUILT AROUND THE WORK
Use Projects for the overview, then open the exact work area or source record.
Review project status, progress, dates, manager, client, and headline totals from the Projects portfolio.
Open project Financials to review current revenue, cost, profit, margin, and category tabs.
Open the selected project’s Execution area while Details, Financials, Coordination, and RFIs remain available in the same project navigation.
Create and review RFIs with project, assignee, due date, question, status, and response context.
Review equipment category, unit, quantity, internal rate, allocation, and availability fields.
Use Projects, Partners, Team, and Equipment for company-wide review, then move into a selected project for job-specific work.
PROJECT RECORD ANCHOR
CONNECTED FINANCIALS
Review financial headings and related project records in context.
Project Financials presents current totals and labeled categories inside the selected job, keeping the commercial context beside the project record.
Project financial overview
Review current revenue, cost, profit, margin, and chart summaries before opening a financial category.
Client proposals
Enter the client, project, site, proposed dates, scope notes, and attachments in the proposal setup.
Financial categories
Use the visible contracts, purchase orders, equipment, direct costs, invoices, and payments tabs to navigate project Financials.
Current project context
Keep the selected project visible as you move among summary and category views.
PROJECT EXECUTION
Keep execution views close to the project record.
The selected project provides consistent access to its details, Financials, Execution, Coordination, and RFIs.
Project overview
Open a selected project from the Projects portfolio to review its current details.
Project financials
Open Financials from the same navigation and return to the project summary when needed.
Project RFI register
Open the selected project’s RFI register to review number, subject, assignee, due date, and status in context.
RFI detail view
Open an RFI detail while the active project remains in context.
EQUIPMENT REGISTER
Review owned equipment from the company workspace.
The Equipment register shows category, unit, quantity, internal rate, and availability fields in one company view.
Recorded equipment
Review equipment details and current quantity fields from one record.
Internal rate
Keep equipment rates visible beside the unit and quantity information.
Owned equipment
Review total, allocated, and available quantities without leaving the company register.
External equipment
Use the active-project column to see where an equipment record is currently referenced.
COORDINATION AND RECORDS
Keep project questions and their responses beside the selected job.
Create RFIs from the current form, then review them in global or project registers.
RFIs and partners
Maintain client and vendor records company-wide, then connect the right partners and formal questions to the project where action is required.
RFI register
Review number, subject, project, assignee, due date, and status in one view.
RFI detail
Open the original request and final-response area with the project context still visible.
Project Coordination
Keep formal coordination questions available beside project context through the RFI register and detail view.
COMPANY RECORDS
Review shared projects, partners, team members, and equipment before opening the selected job.
Project workspaces hold job-specific context. Global pages provide Projects, Partners, Company records, and the RFI register for cross-project review.
See the project workspace
Global records
Use the Projects portfolio, global RFI register, and Partners pages without opening every job separately.
Partners
Maintain reusable client and vendor records, including the relationships and formal interactions connected to their projects.
Team records
Maintain project-manager and team records in Company, then review people attached to the selected project.
Equipment and team records
Keep equipment and team records easy to reach from the company workspace.
COMPANY RECORDS · EQUIPMENT REGISTER
RFI COORDINATION
Turn a construction question into a reviewable record.
The visible RFI fields give the team a consistent way to understand the request and its current state.
FEATURES BY REVIEWER
See the same platform through different construction decisions.
Each role can begin with the register or project work area that matches its responsibility.
Review the feature path behind one construction decision.
Get Started
FEATURES FAQ